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True Wealth Design’s Bioventus BVS Stock Holding History

True Wealth Design’s Portfolio BVS Stock Details BVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.16K Hold
85
– – ﹤0.01% 1893
2026
Q2 		$803 Hold
85
– – ﹤0.01% 2062
2026
Q1 		$777 Hold
85
– – ﹤0.01% 1894
2025
Q4 		$633 Buy
85
+31
+57% +$223 ﹤0.01% 1875
2025
Q3 		$362 Buy
+54
New +$375 ﹤0.01% 2112
2025
Q1 		– Sell
-8
Closed -$84 – 2653
2024
Q4 		$84 Sell
8
-206
-96% -$2.44K ﹤0.01% 1286
2024
Q3 		$2.56K Buy
+214
New +$1.85K ﹤0.01% 721

Other funds holding BVS

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's BVS Position: Q3 2026 in Review

True Wealth Design held its Bioventus (BVS) position steady in Q3 2026 at 85 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

True Wealth Design first reported a position in BVS in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.56K in Q3 2024. 7 funds tracked by Wall St. Rank hold BVS as of Q3 2026.

  • True Wealth Design held 85 shares of Bioventus worth $1.16K as of Q3 2026.
  • True Wealth Design left its Bioventus share count unchanged in Q3 2026.
  • Bioventus made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1893 holding.
  • True Wealth Design first reported a position in Bioventus in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Bioventus position peaked at $2.56K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Bioventus as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.